Light Street Capital Management’s Wolfspeed WOLF Stock Holding History

Light Street Capital Management’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-795,427	Closed	-$84.2M	–	61
2020 Q4	$84.2M	Sell	795,427 -59,306	-7%	-$4.76M	2.51%	11
2020 Q3	$54.5M	Sell	854,733 -409,442	-32%	-$26.5M	1.71%	26
2020 Q2	$74.8M	Buy	1,264,175 +221,475	+21%	+$10.7M	3.11%	7
2020 Q1	$37M	Buy	+1,042,700	New	+$46.8M	1.95%	24

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Light Street Capital Management's WOLF Position: Q1 2021 in Review

Light Street Capital Management sold out of Wolfspeed (WOLF) in Q1 2021, closing a stake of 795,427 shares — an estimated $84.2M sold.

Light Street Capital Management first reported a position in WOLF in Q1 2020 and held it in 4 quarters. The position peaked at $84.2M in Q4 2020. 410 funds tracked by Wall St. Rank hold WOLF as of Q1 2021.

Light Street Capital Management reported no remaining Wolfspeed position as of Q1 2021 after selling out during the quarter.
Light Street Capital Management sold 795,427 Wolfspeed shares in Q1 2021, an estimated $84.2M.
Light Street Capital Management first reported a position in Wolfspeed in Q1 2020 and held it in 4 quarters.
Light Street Capital Management's Wolfspeed position peaked at $84.2M in Q4 2020.
410 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2021.

Based on Light Street Capital Management's 13F filing for Q1 2021, filed 17 May 2021.